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Units of Measure

Backlog fieldValue
Story IDINV-DASH-008
EpicInventory
Story typeDashboard
Review statusDraft - business analyst and business owner review required
Source evidenceInventory MFE route/form, Inventory.Apis controller, application command/query handlers, validators, domain entities, and posting services
Last source review2026-07-10

Purpose

Define measurement units, categories, conversions, and defaults used by items and transactions.

User stories

  • As a master-data user, I want to manage units and their category so that quantities are entered consistently.
  • As a catalog user, I want to set a default unit and conversions for an item so that buying, selling, and stocking units translate correctly.
  • As an auditor, I want to view and export units so that measurement configuration can be reviewed.

Acceptance criteria

  1. A unit has a unique code and required localized identity.
  2. A unit belongs to a valid unit category.
  3. Only one applicable default unit is used for a category/item context.
  4. Conversion factors must be positive and must not create ambiguous conversions.
  5. A referenced unit cannot be deleted if doing so would invalidate an item or transaction.
  6. List, view, add, edit, delete, set-default, and export actions follow permissions.
  7. Egyptian/ERP logical unit identifiers are retained where required for tax integration.

Data rules

  • UOM category localized identity is required and unique in its supported scope.
  • UOM code and localized names are required; official/ETA logical codes are conditional for electronic documents.
  • Base calculation and item conversion ratios must be greater than zero for any unit used in transactions.
  • An item has one base unit. Transaction quantity is multiplied by the configured base calculation to obtain base quantity.
  • Prices/costs may be stored per item variant/UOM; posting converts them consistently with quantity.
  • Unit usage can restrict where a unit is valid (purchase, sales, inventory, or other configured usage).

Action effects

Setting a default changes future lookup defaults and conversions; it does not rewrite posted transaction quantities. Deleting or deactivating a referenced UOM must preserve history. A missing or zero conversion blocks stock posting with a UOM configuration error.

Internal Documentation — Microtec